Seamless API integration keeps your IT staff using the same workflows but with better data. Use CloudRadial to replace your ConnectWise Manage customer portal completely.
Optimize your service delivery with customized questions and dynamic capabilities to gather relevant information from your clients
Manage within ConnectWise Manage
Manage clients, client content and Office 365 without leaving ConnectWise Manage.
Service Board Integration
Easily communicate to everyone in the organization.
Route Tickets as Needed
Use pre-categorization to route incoming problem and service requests to the right boards for dispatch.
Type, Subtype, and Item
Pre-categorize incoming tickets and combine with ConnectWise workflows for powerful automation.
Shows users their tickets or company administrators their companies tickets.
Graph Ticket History
Show graphs of ticket history for presentation of your efforts across the organization.
Quotes, Invoices & Agreements
Streamline account management through a single portal.
Show quote PDFs and link to Order Porter from within CloudRadial.
Show quote details and documents from within CloudRadial.
Show invoices, statuses and enable display of invoice PDFs direct from ConnectWise.
ConnectBooster & Wise-Pay
Enable single-sign on to popular payment portals directly from the client's invoice screen.
Show active agreement balances for clients on block-time support.
CloudRadial reduces back-and-forth with clients and shaves unnecessary time and labor out of solving tickets
Automatically keep your users and the client's company directory in sync.
Client Directory Sync
Sync ConnectWise users so that the company directory and your user list are always in common.
Office 365 Sync
Automatically import new Office 365 users into your ConnectWise portal.
User Billing Simplified
With accurate user lists, user billing systems become easier and create less end-of-month issues.
ConnectWise Portal Log Ins
Use your existing ConnectWise portal log-ins and passwords, or allow users to log in with one-time tokens or Office 365 credentials.
A seamless account management add-on for ConnectWise Manage.
Client Management Routing
Route new tickets to client management for approval before releasing for service or ordering.
Tickets from Problem Reports
Feed pre-categorized tickets directly from problem reports to specific service boards.
Tickets from Service Requests
Feed pre-categorized tickets directly from service requests, including directing tickets to sales or billing boards.
Prompt for any number of field types to gather information before work even starts.
Optionally ask for an end-user signature and use as an end-user quoting system.
Use data from ConnectWise to improve client reports.
Pulls warranty information from ConnectWise to create automated warranty reports for clients.
Update configurations directly from CloudRadial's agent when managing workstations using Intune.
Site & Contact Information
Retrieves site and contact information directly from ConnectWise to keep endpoint information up-to-date.
Collaborate with clients to create a unified solution for everyone.
A chat-like presentation of ticket communications makes it easier for users to provide the information I.T. provides need to resolve.
View as Discussions
Inside Autotask, support staff see the same ticket notes as if they were communicating by email.
Makes it easy for client management to comment on existing tickets along with the end-users.